Overview

We are an independent Registered Investment Advisory firm headquartered in Little Rock, AR that focuses on fee-only asset management and retirement planning for individuals and small businesses. We put the clients' interests first in everything we do in order to build a firm that delivers great outcomes for clients and consequently receives the rewards of a stable and enthusiastic client base. We are seeking to acquire or partner with firm(s) and/or IARs that are looking for a succession plan or wanting to achieve economies of scale in order to reach the top-tier service level at their custodian/record keeper.

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